Nancy D Aldera Charitable Trust

990PF • Fiscal year 2015 • EIN 47-6300254

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile

4025 Oak DriveDes Moines, IA 50312

(515) 279-3148

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

1183%

Higher net margin than 100% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

$7,955

Higher top officer pay than 59% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

-5.8%

Faster asset growth than 22% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets36th percentile

Assets

Down

$777,877

Down $47,996 (-5.8%) from 2014

Net Assets

$777,877

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$4,058

Down $840,135 (-100%) from 2014

Expenses

$43,938

Up $33,734 (+331%) from 2014

Net Income

Down

-$47,996

Down $873,869 (-106%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2015

Assets$777,877

Liabilities$0

Net Assets$777,877

Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue-$4,058

Expenses$43,938

Net Income-$47,996

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 13, 2016
Return Version: 2015v2.0

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANTE TORIELLO	Trustee	-	$7,955	-	$7,955

Filing and Contact Details

Filer

Filer Name: Nancy D Aldera Charitable Trust
EIN: 47-6300254
Phone: 5152793148
Address: 4025 OAK DRIVE, DES MOINES, IA 50312

Signing Officer

Name: Dante Toriello
Title: Trustee
Signed: 2016-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Tarbell & Co PLC
Address: 2130 Grand Avenue, Des Moines, IA 50312-5302
Preparer: Arvin D Tarbell CPA
Phone: 5152820200

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	7	4312
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	7	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	8	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	9	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	10	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	40 SCHWAB S. T US TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	68 SCHWAB S. T US TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	129 SCHWAB S. T US TREAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	240 AT&T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	280 VERIZON COMMUCINCATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	6	4569 DFA FIVE YR GLBL FIXED INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	8	17007 DFA FIVE YEAR GLBL FIXED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	9	2034 DFA ONE YR FIXED INC PORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	10	6989 VANGUARD ST TRSY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IA
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4025 OAK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	50312
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	DANTE TORIELLO
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5152793148
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ST AMBROSE CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	GRAND VIEW CHRISTIAN SCHOOL ASSOC I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	WILDWOOD HILLS RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	CRAIGL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	607 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2905 NE 46TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2552 UNION LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	3425 S CLARKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ST CHARLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	50309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	50317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	50240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	80113
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	220
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	20280
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	38843
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	20500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	38623
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	20280
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	3477
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3477
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	3477
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	234
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	6927
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	6927
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	6927
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANTE TORIELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	NANCY D ALDERA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	NANC
ReturnHeader/Filer/EIN	0	476300254
ReturnHeader/Filer/PhoneNum	0	5152793148
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4025 OAK DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	50312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Tarbell & Co PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2130 Grand Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	503125302
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Arvin D Tarbell CPA
ReturnHeader/ReturnTs	0	2016-05-13T09:28:47-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $777,877
Liabilities: $0
Net assets: $777,877
Revenue: -$4,058
Expenses: $43,938
Net income: -$47,996

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.89	$0.00	$4.89	$0.40	$0.59	$0.18
2023Detailed filing. Detailed filing data is available for this year.	$5.07	$0.00	$5.07	$0.24	$0.48	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$5.31	$0.00	$5.31	$0.11	$0.49	$0.59
2021Detailed filing. Detailed filing data is available for this year.	$5.91	$0.00	$5.91	$0.42	$0.57	$0.15
2020Detailed filing. Detailed filing data is available for this year.	$6.06	$0.00	$6.06	$0.16	$0.58	$0.42
2019Detailed filing. Detailed filing data is available for this year.	$6.48	$0.00	$6.48	$0.28	$0.63	$0.35
2018Detailed filing. Detailed filing data is available for this year.	$6.82	$0.00	$6.82	$0.31	$0.62	$0.31
2017Detailed filing. Detailed filing data is available for this year.	$7.13	$0.00	$7.13	$0.31	$0.60	$0.29
2016Detailed filing. Detailed filing data is available for this year.	$7.43	$0.00	$7.43	$0.24	$0.59	$0.35
2015Detailed filing. Detailed filing data is available for this year.	$7.78	$0.00	$7.78	$0.04	$0.44	$0.48
2014Summary only. Only limited summary data is available for this year.	$8.26	$0.00		$8.36	$0.10	$8.26